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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: just sold pure industrial on the buy out Thinking of replacing with drg whats your opinion
Read Answer Asked by terrance on January 16, 2018
Q: hi guys : at this time' I have zqq and have done very well with this ETF it is hedged to the cdn. dollar . could you explain the differnce between hedged and non hedged and is there an non hedged that would be better ? tanks Gary
Read Answer Asked by gary on January 16, 2018
Q: Hi 5i - Where are you at with AT? I'm down 50% and am wondering if you would hold or move on.
Thx
Read Answer Asked by Rick on January 16, 2018
Q: Savaria is a small company in what seems to be a fairly fragmented market. What are their competitive advantages? Do they benefit from patents? Who are there primary competitors?

Bought a full position on your recommendation and it has run up nicely from the ~$14 range. Would you continue to hold? Also, what is the forward PE multiple?

Thanks very much!
Read Answer Asked by Jeffrey on January 16, 2018
Q: Hey Peter,

Looking at taking a large position in NWL. I feel like this stock has taken a hit due to a poorly executed merger (Newell Brands + Rubbermaid). I feel like the stock is likely to take a bath in Q4 report another bad quarter. Thereafter, I feel like the pressure will be on Michael Polk to drive results or else he'll be out. What are your thoughts on this company stock and this industry as a whole?

Thanks!
Read Answer Asked by James on January 16, 2018
Q: Can you update your opinion of this company.It seems to be acting very well recently, at least from a technical perspective. Apparently there has been some insider buying recently.
Thinking of take a small position at this time.Would like your opinion on doing so.
Read Answer Asked by Thomas on January 16, 2018
Q: Good day. I have been buying a number of BMO ETFs which hold US stocks lately. I can't help noticing that their numbers are all up today, even though the US markets are closed for holidays. Am I to derive from this that they don't update in real time, that these increases are coming from Friday's action?
Read Answer Asked by John on January 16, 2018
Q: print at will
Please note that etfs do not use (caveat I speak for horizon etf's that I know well) actual next future for calculation of ETF price but a combination of the next one with the one after that which explain why you will never tie perfectly the underlying future and the price of your ETF
CDJ
Read Answer Asked by claude on January 16, 2018
Q: When determining geographic allocation of a portfolio, is it more appropriate to categorize a company based on where the majority of they business is transacted rather than where they are domiciled?

For example, is New Flyer better classified as US for geographic allocation purposes since 90% of their revenue currently comes from the US, or BAM.A as international since 90.4% of their assets under management are outside of Canada and spread across the world?

Also along these lines, is it worth the (very small) effort to sub-allocate companies that have meaningful exposure to more than one broad geographic area, e.g. classify approx. 1/2 of BNS as Canadian and 1/2 as emerging markets based on their business operations?

I ask this in the context of your previous comments that a 45%/35%/15%/5% CAD/US/INTL/EM allocation is appropriate for an average Canadian investor. Thanks as always for your sapient and perspicuous advice!
Read Answer Asked by Peter on January 16, 2018
Q: I am fairly new at this and of the companies mentioned above I want to set up a Dividend portfolio using 3 to 4 of them. Suggestions would be very much appreciated as I am not well schooled in this area.
Thank you
Read Answer Asked by Ron on January 16, 2018
Q: I have $35,000 total room in our TFSA for my wife and myself, 71 years of age. Together we have 60 equities in our Income portfolios dividend long term investing with a 10 year horizon mostly following the 5i Income portfolio. Not wanting to add new equities should I top to ENB, BCE, UTX. Loblaw, NWC, and SPB to get each up to about 2% weight or follow another venue that you may suggest?
I also have a five year GIC ladder in place, cash resource, and defined pension. I feel that with XGD at 1.82% weight I do not need to add to it.
Thank you
Stanley
Read Answer Asked by STANLEY on January 16, 2018
Q: Dear 5i
I`m anticipating retiring in a little over a year so as such have a portfolio with 50% fixed income (35% clf , 35%cbo , 15% xhy and 15% cpd )
I'm thinking of following your Outcome Oriented Fixed Income portfolio and thought i would reduce clf and cbo down to 20% then add vsc and zef at 15% each .. I just feel i need a bit more diversification within the fixed portion of my portfolio.
Does this plan seem reasonable or do these changes make the fixed portion too aggressive ?
Thanks
Bill C.
Read Answer Asked by Bill on January 16, 2018
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